Intelligence Driven Advisers, LLC
- SEC CIK
- 0001819955
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 140
- 較 2026 年第 1 季 +10
- 總值
- $6.16 億
- 較 2026 年第 1 季 +$4,239 萬 (+7.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WITWipro Ltd | SPON ADR 1 SH | 14,997 | $3.37 萬 | <0.1% | −10,897−42.1% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 2,105 | $20.3 萬 | <0.1% | +2,105 | 新進 | – |
| HIGHartford Insurance Group, Inc. | Stock | 1,543 | $20.4 萬 | <0.1% | −20−1.3% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 1,579 | $20.5 萬 | <0.1% | +1,579 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,755 | $20.6 萬 | <0.1% | +1,755 | 新進 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,947 | $20.9 萬 | <0.1% | −41−2.1% | 減碼 | – |
| KRKroger Co | Stock | 3,780 | $21.0 萬 | <0.1% | +749+24.7% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 187 | $21.2 萬 | <0.1% | +187 | 新進 | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,000 | $21.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCSBarclays PLC | ADR | 8,036 | $21.6 萬 | <0.1% | +8,036 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 964 | $21.6 萬 | <0.1% | +964 | 新進 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 4,342 | $21.9 萬 | <0.1% | +4,342 | 新進 | – |
| EVRGEvergy, Inc. | Stock | 2,539 | $21.9 萬 | <0.1% | +2,539 | 新進 | 歷史 |
| VSTVistra Corp. | Stock | 1,384 | $22.0 萬 | <0.1% | +1,384 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,409 | $22.2 萬 | <0.1% | +202+9.2% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 1,807 | $22.5 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 5,329 | $22.6 萬 | <0.1% | +5,329 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,940 | $22.7 萬 | <0.1% | −1,265−24.3% | 減碼 | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 5,739 | $22.8 萬 | <0.1% | −189−3.2% | 減碼 | – |
| BACBank of America Corp | Stock | 4,180 | $23.8 萬 | <0.1% | +4,180 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 1,709 | $23.9 萬 | <0.1% | +1,709 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 618 | $23.9 萬 | <0.1% | −91−12.8% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 1,055 | $23.9 萬 | <0.1% | +1,055 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,637 | $24.3 萬 | <0.1% | +1,637 | 新進 | – |
| FDXFedEx Corp | Stock | 790 | $24.7 萬 | <0.1% | +92+13.2% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 3,335 | $24.9 萬 | <0.1% | −56−1.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,068 | $24.9 萬 | <0.1% | +3,068 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,666 | $25.2 萬 | <0.1% | +409+32.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,550 | $25.7 萬 | <0.1% | +414+36.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 637 | $26.5 萬 | <0.1% | +637 | 新進 | 歷史 |
| CRSCarpenter Technology Corp | COM | 437 | $27.0 萬 | <0.1% | +437 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,218 | $29.6 萬 | <0.1% | +5+0.4% | 加碼 | – |
| ALLAllstate Corp | Stock | 1,261 | $30.0 萬 | <0.1% | +1,261 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 766 | $30.2 萬 | <0.1% | +1+0.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 1,199 | $30.2 萬 | <0.1% | +1,199 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 6,303 | $30.9 萬 | 0.1% | −1,371−17.9% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 306 | $31.0 萬 | 0.1% | +64+26.4% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 927 | $31.8 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 3,540 | $32.1 萬 | 0.1% | 00.0% | 不變 | – |
| AMGNAmgen Inc | Stock | 890 | $32.2 萬 | 0.1% | +222+33.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,001 | $32.4 萬 | 0.1% | +11,001 | 新進 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,732 | $32.4 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 350 | $32.8 萬 | 0.1% | +116+49.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 965 | $33.1 萬 | 0.1% | +965 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,223 | $34.4 萬 | 0.1% | +1,223 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 671 | $34.6 萬 | 0.1% | +163+32.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,311 | $35.2 萬 | 0.1% | +14+0.6% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,958 | $38.7 萬 | 0.1% | +9+0.5% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 980 | $38.9 萬 | 0.1% | +149+17.9% | 加碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 3,659 | $39.9 萬 | 0.1% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 3,280 | $41.4 萬 | 0.1% | −1,282−28.1% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 5,414 | $41.4 萬 | 0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 717 | $41.7 萬 | 0.1% | +717 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 1,625 | $42.3 萬 | 0.1% | +139+9.4% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,484 | $42.8 萬 | 0.1% | −6−0.1% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,344 | $43.1 萬 | 0.1% | −208−3.7% | 減碼依 4 比 1 拆股換算 | – |
| HDHome Depot, Inc. | Stock | 1,238 | $43.7 萬 | 0.1% | +100+8.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,426 | $44.8 萬 | 0.1% | +284+13.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,471 | $45.1 萬 | 0.1% | +2+0.1% | 加碼 | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 3,177 | $45.9 萬 | 0.1% | −350−9.9% | 減碼 | – |
| LENLennar Corp | CL A | 5,113 | $46.3 萬 | 0.1% | +641+14.3% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 2,877 | $46.5 萬 | 0.1% | 00.0% | 不變 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 3,751 | $48.0 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,570 | $49.0 萬 | 0.1% | +50+2.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 2,018 | $51.3 萬 | 0.1% | +908+81.8% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 7,093 | $54.7 萬 | 0.1% | −5−0.1% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 7,680 | $55.3 萬 | 0.1% | +473+6.6% | 加碼 | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 7,425 | $55.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 815 | $56.0 萬 | 0.1% | −227−21.8% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 4,924 | $57.5 萬 | 0.1% | −858−14.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 540 | $57.5 萬 | 0.1% | +135+33.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 8,219 | $58.7 萬 | 0.1% | −311−3.6% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 4,339 | $60.7 萬 | 0.1% | +1,126+35.0% | 加碼 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 27,110 | $61.8 萬 | 0.1% | +1,621+6.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,775 | $67.7 萬 | 0.1% | +650+8.0% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 28,973 | $71.4 萬 | 0.1% | −1,611,740−98.2% | 減碼 | – |
| WMTWalmart Inc. | Stock | 6,320 | $71.6 萬 | 0.1% | +117+1.9% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 744 | $71.8 萬 | 0.1% | −134−15.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,446 | $74.5 萬 | 0.1% | +858+18.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,788 | $75.2 萬 | 0.1% | +1,171+189.8% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 4,229 | $75.4 萬 | 0.1% | −121−2.8% | 減碼依 25 比 1 拆股換算 | 歷史 |
| LLYEli Lilly & Co | Stock | 661 | $79.3 萬 | 0.1% | +185+38.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 2,006 | $86.9 萬 | 0.1% | +211+11.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 10,552 | $87.2 萬 | 0.1% | −1,306−11.0% | 減碼 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 17,459 | $88.4 萬 | 0.1% | +415+2.4% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,890 | $94.6 萬 | 0.2% | +827+40.1% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 432 | $98.2 萬 | 0.2% | −143−24.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,666 | $98.6 萬 | 0.2% | +35+1.3% | 加碼 | – |
| KLACKLA Corp | COM NEW | 3,308 | $99.8 萬 | 0.2% | +218+7.1% | 加碼依 10 比 1 拆股換算 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 20,807 | $103.1 萬 | 0.2% | +435+2.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 2,730 | $103.1 萬 | 0.2% | +1,806+195.5% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,990 | $106.8 萬 | 0.2% | −28−0.2% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 9,720 | $124.9 萬 | 0.2% | −2,235−18.7% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,064 | $125.0 萬 | 0.2% | +21+2.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,443 | $125.5 萬 | 0.2% | −603−19.8% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,529 | $131.9 萬 | 0.2% | −761−17.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,436 | $137.2 萬 | 0.2% | +188+8.4% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 14,745 | $139.4 萬 | 0.2% | −1,445−8.9% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 17,550 | $144.5 萬 | 0.2% | −514−2.8% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 14,606 | $144.6 萬 | 0.2% | −928−6.0% | 減碼 | – |
2026 年第 1 季之後清倉（14 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BPREBluerock Private Real Estate Fund | COM | 27,845 | $46.3 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 15,564 | $44.7 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,073 | $36.5 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 1,470 | $34.7 萬 | 0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 651 | $30.8 萬 | 0.1% | 歷史 |
| SUSuncor Energy Inc | Stock | 4,467 | $29.5 萬 | 0.1% | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 15,437 | $28.6 萬 | <0.1% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,000 | $28.2 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 993 | $24.1 萬 | <0.1% | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 1,000 | $20.4 萬 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 10,347 | $14.0 萬 | <0.1% | 歷史 |
| MASS908 Devices Inc. | COM | 10,000 | $6.12 萬 | <0.1% | 歷史 |
| ENICEnel Chile S.A. | SPONSORED ADR | 11,873 | $4.68 萬 | <0.1% | 歷史 |
| GRABGrab Holdings Ltd | CLASS A ORD | 11,060 | $4.05 萬 | <0.1% | 歷史 |